USFWorks Job Aids

The benefits job aids will help you complete benefits-related tasks in USFWorks. For questions, please contact the Benefits Team at either or at (415) 422-2442.

It is important that you keep your contact details up to date in USFWorks. If you move, you must update your permanent and mailing addresses in the Personal Information app in USFWorks and Benefits must be notified. How to Update Your Personal Information in USFWorks

How to make your new hire benefit elections

Newly hired benefits-eligible faculty and staff have 30 days from their date of hire to complete their online enrollment in USFWorks.  It is important to submit this task on time; otherwise, the next opportunity to enroll in benefits will be during Open Enrollment. New Hire Benefits Elections

Amending your benefit elections due to a qualifying event

You can view your benefit elections in USFWorks and report qualifying events to make coverage changes. This job aid covers generic events;  please contact a USF Benefits Representative if you have further questions. Learn how to amend your benefit elections

Managing life insurance beneficiaries

Life insurance is an important benefit should the unexpected occur. Don’t wait until it’s too late – not adding a beneficiary(ies) can hinder processing a claim with our life insurance vendor, which would delay your loved ones receiving the funds. Manage Life Insurance Beneficiaries

Managing your retirement plan beneficiaries

Learn how to add or change your retirement plan beneficiaries. Manage Retirement Beneficiaries

Other Benefits Related Tasks

Adding a missing Dependent’s SSN-ITIN-foreign National ID

Dependent Child ages out

Managing Emeriti Retirement Health Plan employee contribution

The University of San Francisco provides a competitive and sustainable compensation and benefits package designed to help recruit, retain, and recognize a qualified, diverse, and mission-driven workforce.

Delegation in USFWorks is the process whereby an employee can assign a task or business process to another employee.

Workday launched a new user interface for USFWorks in 2022. The update included a new, more user-friendly layout for the home page. Among the changes, apps (formerly called worklets) were moved to a side menu dropdown and employee profiles are easier to view.

The My Team app provides managers with interactive org charts and quick access to employee information. Managers can also initiate job changes and view their team's time off calendars.

Manager Terminology and Icon Glossary

job aid


Updating Employee Workspace

The Pay application contains links to payroll-related tasks and information. Use the links and options to do the following:

  • Withholding Elections: View withholding information on the State Elections tab and View/Modify your Federal Elections.
  • Payment Elections: Distribute payroll and expense payments between different bank accounts (checking or savings), and specify the payment method, such as check or direct deposit.
  • Payslips: View and print payslips or change your payslip printing election. You may view payslips for any previous period when the data is provided.
  • Timesheets: Record work hours for submission, approval, and eventual payment through payroll (if enabled).
  • Bonus and One-Time Payment History: Review payments received outside of the regularly scheduled payroll process, such as bonuses.
  • My Tax Documents: View the annual tax documents associated with your earnings.

Change W-4 elections

Manage pay elections

Payroll FAQ

Effective March 6, 2023, the performance management process for OPE and non-union staff takes place within Workday.

There are several types of reports you can generate within Workday.
Managers can access self-service reports such as My Payslips, as
well as reports involving their teams, such as Outstanding Actions for My Direct Reports. Available reports can be accessed 1) by searching for the report name, 2) from within an application (Worklet), or 3) from within a business process.


Workday Recruiting is an end-to-end talent acquisition application built to help you find, share, engage, and select the best internal and external candidates for your department.  With Workday Recruiting, you can:

  • Manage the entire recruiting lifecycle in one system
  • Attract top talent with a consistent and engaging candidate experience from outreach to onboarding
  • Streamline the recruiting process by enabling transparency and collaboration across the entire hiring team

Recruiting and Hiring Job Aids


This job aid provides detailed instructions for employees to update Career related information in Workday. Employees may add:
Education; professional Certifications; Training; Language ability;
Travel and Relocation preferences. Please note that these
preferences are for information only.

The Workday Scheduler allows managers to create schedules that work for everyone. Managers can optimize shift schedules to make sure they're fully staffed.

How to Use Workday Scheduler: Facilities

Scheduling Manager Process Workflow

Scheduling Manager Time-Off Approval and Time Corrections